2023 Form 5500 filing — Anton Paar Usa, Inc. Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919195510NAL0003857699001) for Anton Paar Usa, Inc. Profit Sharing Plan, reported by Anton Paar Usa, Inc. under EIN 23-2432816 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919195510NAL0003857699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anton Paar Usa, Inc.
- EIN
- 23-2432816
- Plan number
- 001
- Location
- Ashland, VA
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,538,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,538,604
- Employer contributions
- $1,000,000
- Participant contributions
- $1,862,125
- Total income / additions
- $6,155,465
- Benefits paid
- $1,258,623
- Administrative expenses
- $44,404
- Total expenses
- $1,303,027
- Net increase / (decrease)
- $4,852,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Services, Inc. | INVESTMENT ADVISOR | $23,355 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $8,835 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $4,305 | $0 |
| Actuarial Benefits & Design Co. | CONTRACT ADMIN. | $2,335 | not reported in the loaded dataset |